AI Case Summaries: AI Session Assistant

AI Case Summaries is a feature included in the AI Session Assistant add‑on. This tool provides a dynamic, consolidated view of key case information to assist clinicians in understanding a client’s progress without navigating to multiple documents. Signed assessments, treatment plans, and progress notes are summarized for each case.

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• Subscribe to AI Case Summaries
  • For Advanced or Premier users
  • For Active Client Plan users
• Generate a Case Summary
• Interactive Walk-Through: AI Case Summaries

Subscribe to AI Case Summaries

The add-on process differs based on your plan.

For Advanced or Premier users

1. Navigate to Organization > Manage subscriptions.

   

   
    
2. Select the Manage plan tab.

   

    

3. Select your subscription tile. This will open the Subscription Details. 

   

4. Click Edit Subscription.
5. Under the AI Session Assistant heading, enter the quantity of licenses for your organization.
6. Click the blue Update Subscription → button to save.
7. To configure licenses to an individual user, select the Manage licenses tab.
8. Enable the AI Session Assistant toggle for each user.

   NOTE: The AI Session Assistant toggle is disabled if Telehealth is not active for the user.

For Active Client Plan users

1. Navigate to Organization > Manage subscriptions. 

   

    

2. Click the AI Session Assistant tab. 
3. Scroll down and locate the active staff list for the add-on. 

   NOTE: AI Session Assistant subscriptions are only available for staff who are also subscribed to Telehealth.

    

   

    

    

4. Search and select the staff member’s name within the Add staff dropdown.

5. Click the green Update Subscribed Staff List to add them to the active staff list. 

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Generate a Case Summary

1. In Client details, select the blue Cases folder button.

   

    

2. Within the Case Notes section for the client, click the Case Info button within the Actions column to view the open case notes.

   

    

3. Within the case details, there is a blue sparkle Generate Case Summary button. 

   NOTE: The Generate Case Summary button will only be enabled if at least one signed document (assessment, treatment plan, or progress note) is available.

   

    

4. The case summary will generate and display below the case details. It includes the most recent progress note, associated goals, diagnostic codes, and a formal summary.

   

    

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Interactive Walk-Through: AI Case Summaries

Explore AI Case Summaries with our interactive tutorial. Click Next to start the guided steps. If the interactive content fails to load in your browser, access it by clicking the link.

https://therapybrands.storylane.io/share/case_summaries

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